Helping Make Sense of Recent Bank Failures
The collapse of a bank, and in this instance the failure of two U.S. lenders this past week, is of course significant. And many investors — including our own clients — are questioning what the potential impact may be for their cash deposits and investments. While these bank failures are concerning, it’s important to remember…
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To Shred or Not to Shred, that is the Question.
One of the most common questions our clients ask is how long and where to keep important financial documents. It’s a great question, and once you’re organized, you’ll be prepared the next time you need to find a specific record. How Long Do I Keep That? Is our simple guide to help you make decisions,…
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How the SECURE 2.0 Act Affects You
No matter where you are in your career or retirement, the recently passed SECURE 2.0 Act has something for you. At 130 pages, it’s both lengthy and complex. We summarized several new rules and opportunities that might affect you. The last few years we saw a variety of laws passed regarding taxes, retirement, and pandemic…
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Celebrating 40 Years in the Community
In 1983, Deborah F. Johnson, MS, CFP®, started her financial planning career. A key reason the profession was attractive to her way back then still resonates with the financial planners at Johnson Bixby today ― because it combines the use of deep technical knowledge together with building relationships. We have the benefit of helping clients achieve…
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Please join us for a year of celebration
March Shred Day Saturday, March 18 10:00 a.m. – 2:00 p.m. Shred NW will park outside the Hurley Building – 275 West Third Street; Vancouver, Washington – to help you safely dispose of your confidential, secure documents. Up to two banker boxes, or grocery bags per household are accepted. Do NOT bring 3…
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